OWA
WMT icon

Outlook Wealth Advisors’s Walmart Inc WMT Stock Holding History

Outlook Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Hold
8,124
– – 0.24% 88
2025
Q4 		$905K Buy
8,124
+484
+6% +$52K 0.2% 93
2025
Q3 		$787K Buy
7,640
+1,131
+17% +$113K 0.2% 107
2025
Q2 		$636K Sell
6,509
-81
-1% -$7.72K 0.16% 123
2025
Q1 		$579K Sell
6,590
-8,468
-56% -$794K 0.16% 125
2024
Q4 		$1.36M Buy
15,058
+268
+2% +$23.3K 0.39% 50
2024
Q3 		$1.19M Buy
14,790
+9,065
+158% +$666K 0.34% 54
2024
Q2 		$388K Buy
5,725
+37
+0.7% +$2.33K 0.12% 164
2024
Q1 		$342K Sell
5,688
-138
-2% -$7.9K 0.11% 188
2023
Q4 		$306K Sell
5,826
-198
-3% -$10.5K 0.11% 169
2023
Q3 		$321K Buy
6,024
+207
+4% +$11K 0.12% 157
2023
Q2 		$305K Sell
5,817
-12
-0.2% -$605 0.12% 160
2023
Q1 		$286K Sell
5,829
-138
-2% -$6.55K 0.13% 158
2022
Q4 		$282K Sell
5,967
-186
-3% -$8.83K 0.13% 137
2022
Q3 		$266K Sell
6,153
-99
-2% -$4.34K 0.12% 153
2022
Q2 		$254K Buy
6,252
+174
+3% +$8.02K 0.1% 163
2022
Q1 		$302K Sell
6,078
-18
-0.3% -$845 0.1% 161
2021
Q4 		$294K Sell
6,096
-288
-5% -$13.7K 0.09% 172
2021
Q3 		$297K Buy
6,384
+663
+12% +$31.9K 0.1% 179
2021
Q2 		$269K Sell
5,721
-894
-14% -$41.6K 0.09% 186
2021
Q1 		$300K Buy
6,615
+1,329
+25% +$61.6K 0.1% 168
2020
Q4 		$254K Sell
5,286
-1,377
-21% -$66.9K 0.09% 168
2020
Q3 		$311K Sell
6,663
-789
-11% -$35.1K 0.12% 145
2020
Q2 		$298K Sell
7,452
-387
-5% -$15.9K 0.13% 144
2020
Q1 		$297K Buy
7,839
+2,220
+40% +$85.4K 0.17% 123
2019
Q4 		$223K Sell
5,619
-1,677
-23% -$66.6K 0.13% 133
2019
Q3 		$289K Buy
7,296
+843
+13% +$31.8K 0.17% 137
2019
Q2 		$238K Buy
+6,453
New +$222K 0.16% 140
2019
Q1 		– Sell
-1,488
Closed -$462K – 186
2018
Q4 		$462K Buy
+1,488
New +$47.7K 0.21% 118

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Outlook Wealth Advisors's WMT Position: Q1 2026 in Review

Outlook Wealth Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 8,124 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #88.

Outlook Wealth Advisors first reported a position in WMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.36M in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Outlook Wealth Advisors held 8,124 shares of Walmart Inc worth $1.01M as of Q1 2026.
  • Outlook Wealth Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.24% of Outlook Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Outlook Wealth Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 29 quarters since.
  • Outlook Wealth Advisors's Walmart Inc position peaked at $1.36M in Q4 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.